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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Stephen Burke is a financial advisor with Osaic Wealth, Inc. John has been in the financial services industry since 1995. John currently works in Chattanooga, TN and has licenses to provide securities advice in Georgia, Maryland, and Tennessee. In addition to securities advice, John also has experience in insurance and is licensed to sell life insurance. John's experience spans several firms, including Lincoln Financial Securities Corporation, P.J. Robb Variable Corporation, Signator Investors, Inc., Phoenix Equity Planning Corporation and Hartford Equity Sales Company Inc. John has a strong understanding of the investment industry with experience in both individual and business financial planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
TN
02/27/2023 - Present
Osaic Wealth, Inc. (CHATTANOOGA TN)
TN
05/21/2019 - 02/28/2023
LINCOLN FINANCIAL SECURITIES CORPORATION (CHATTANOOGA TN)
TN
07/09/2014 - 03/23/2018
P.J. ROBB VARIABLE CORPORATION (MEMPHIS TN)
VA
07/29/2009 - 06/18/2014
SIGNATOR INVESTORS, INC. (VIENNA VA)
PA
02/04/2009 - 04/27/2009
PHOENIX EQUITY PLANNING CORPORATION (PHILADELPHIA PA)
CT
08/04/2008 - 02/04/2009
PHOENIX EQUITY PLANNING CORPORATION (HARTFORD CT)
MD
09/28/1998 - 07/31/2008
HARTFORD EQUITY SALES COMPANY INC. (HUNT VALLEY MD)
MA
03/01/1996 - 08/19/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
06/15/1993 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 06/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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